Triglav Investments D.O.O. Cuts Stock Holdings in Visa Inc. $V

Triglav Investments D.O.O. lowered its holdings in Visa Inc. (NYSE:V) by 24.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 76,092 shares of the credit-card processor’s stock after selling 24,421 shares during the quarter. Visa makes up 1.7% of Triglav Investments D.O.O.’s portfolio, making the stock its 15th biggest position. Triglav Investments D.O.O.’s holdings in Visa were worth $25,973,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Harbor Asset Planning Inc. purchased a new position in Visa in the second quarter valued at about $29,000. Sagard Holdings Management Inc. purchased a new stake in shares of Visa during the second quarter valued at about $31,000. Bare Financial Services Inc boosted its holdings in shares of Visa by 287.0% in the 2nd quarter. Bare Financial Services Inc now owns 89 shares of the credit-card processor’s stock valued at $32,000 after buying an additional 66 shares in the last quarter. Hoese & Co LLP purchased a new position in shares of Visa in the 2nd quarter worth approximately $36,000. Finally, Quaker Wealth Management LLC grew its position in shares of Visa by 202.7% in the 2nd quarter. Quaker Wealth Management LLC now owns 114 shares of the credit-card processor’s stock worth $40,000 after buying an additional 225 shares during the last quarter. Hedge funds and other institutional investors own 82.15% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the stock. Macquarie reissued an “outperform” rating and set a $410.00 target price on shares of Visa in a research report on Friday, January 30th. Wells Fargo & Company upgraded Visa to a “strong-buy” rating in a report on Wednesday, October 22nd. Bank of America raised Visa from a “neutral” rating to a “buy” rating and set a $382.00 price objective for the company in a research report on Thursday, December 11th. Citigroup raised Visa to a “strong-buy” rating in a research report on Thursday, October 23rd. Finally, HSBC raised Visa from a “hold” rating to a “buy” rating and raised their price target for the stock from $335.00 to $389.00 in a report on Sunday, December 7th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $392.00.

Visa News Roundup

Here are the key news stories impacting Visa this week:

• Positive Sentiment: Visa struck a deal with UnionPay International to route cross‑border payouts to >95% of UnionPay debit cards in Mainland China via Visa Direct, simplifying access to China’s large on‑shore payout network and creating a new payments flow opportunity by mid‑2026. Visa-UnionPay Link-Up: A Turning Point in Cross-Border Money Flow? ‘Visa Direct’ To Enable Cross-Border Transfers To China
• Positive Sentiment: Recent fundamentals and analyst commentary support a growth narrative — Visa beat Jan. quarter EPS and revenue, posted double‑digit revenue growth and strong margins, which reinforces upside from higher volumes and new rails like the UnionPay tie‑up. Here’s Why Visa (V) is a Strong Growth Stock
• Neutral Sentiment: Fintech sector rotation and interest in payments/AI themes are drawing investor attention to Visa alongside peers, providing supportive industry tailwinds but also higher expectations for execution and guidance. Fintech Stocks Offer a Resilient Path Toward Sustainable Returns
• Neutral Sentiment: Market commentary comparing Visa and Mastercard during earnings season highlights competitive dynamics; investors will watch volume/margin mix and guidance for which issuer can sustain faster revenue capture. Visa Vs. Mastercard’s Earnings Review: Who Won The Quarter Is The One I Am Buying
• Neutral Sentiment: Legislative and macro headlines (e.g., new visa‑related bills or large tech expansions) are showing up in the newsflow but are unlikely to materially affect Visa’s near‑term payment volumes; these are monitoring items rather than direct catalysts. New Bill: Representative Brandon Gill introduces H.R. 7063: Student Visa Integrity Act of 2026
• Negative Sentiment: Technical/valuation caution: the stock sits below its 50‑ and 200‑day moving averages and trades at a premium multiple (PE ≈ 31), so upside may be limited absent continued volume expansion or guidance lifts; investors should watch guidance and China rollout execution.

Visa Stock Performance

Shares of V stock opened at $329.79 on Thursday. The business has a fifty day moving average of $338.66 and a 200 day moving average of $341.17. Visa Inc. has a 1 year low of $299.00 and a 1 year high of $375.51. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.11 and a quick ratio of 1.08. The firm has a market capitalization of $600.79 billion, a price-to-earnings ratio of 30.94, a price-to-earnings-growth ratio of 1.89 and a beta of 0.79.

Visa (NYSE:V) last announced its quarterly earnings data on Thursday, January 29th. The credit-card processor reported $3.17 earnings per share for the quarter, beating analysts’ consensus estimates of $3.14 by $0.03. Visa had a return on equity of 61.74% and a net margin of 50.23%.The business had revenue of $10.90 billion for the quarter, compared to analyst estimates of $10.69 billion. During the same period in the prior year, the company earned $2.75 earnings per share. The company’s revenue was up 14.6% on a year-over-year basis. As a group, research analysts expect that Visa Inc. will post 11.3 earnings per share for the current year.

Visa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Tuesday, February 10th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, February 10th. Visa’s payout ratio is presently 25.14%.

Insider Activity at Visa

In other news, insider Paul D. Fabara sold 2,172 shares of the company’s stock in a transaction on Friday, November 21st. The shares were sold at an average price of $325.93, for a total value of $707,919.96. Following the sale, the insider directly owned 26,413 shares of the company’s stock, valued at $8,608,789.09. This represents a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Ryan Mcinerney sold 10,485 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $349.18, for a total transaction of $3,661,152.30. Following the completion of the sale, the chief executive officer owned 9,401 shares in the company, valued at $3,282,641.18. The trade was a 52.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

Visa Company Profile

Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.

Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.